Tag

markets

44 pages

Episodes (23)

Adam Tooze on our Financial Past and Future

Alvin Roth on Market Design, Repugnant Markets, and the Economics of Matching

Andrew Ross Sorkin on Market Bubbles, Banking Rules, and the Real Lessons of 1929

Bill Ackman on Activist Investing, Concentrated Bets, and Financial Battles

Cliff Asness on Momentum, Value Investing, and Market Efficiency

Gary Marcus on AI's Overstated Intelligence, LLM Economics, and the Limits of Scaling

Howard Marks on the AI Bubble, Irrational Exuberance, and Investing Under Radical Uncertainty

Howard Marks on the Value-Growth Divide, Investing in Uncertainty, and Living Well

Jeremy Giffon on the Billion-Dollar PDF, the Poaster Class, and the Next Era of Finance

Jim Grant on the AI Bubble, Decadent Finance, and the Lessons of History

John Arnold on Trading, Energy, and Evidence-Based Philanthropy

John Cochrane on Economic Puzzles and Habits of Mind

Kenneth Rogoff on Monetary Moves, Fiscal Gambits, and Classical Chess

Kyla Scanlon on Communicating Economic Ideas through Social Media

Marc Rowan on Financial Market Evolution and University Governance

Matt Levine on Finance, Markets, and Financial Writing

OpenAI's Leaked Financials, SpaceX's Valuation, and the AI Bubble

Paul Tudor Jones on Trend-Following, Risk Management, and the AI Bubble

Private Credit's Black Box and Why It's Not 2008 But Still Risky

The AI Bubble, the Productivity Paradox, and India's AI Summit

The Dollar Hedge Debate, Gold's Track Record vs. Bitcoin's Potential

Vlad Tenev on Building Robinhood, the GameStop Crisis, and Democratising Finance

Why Britain Stopped Growing

Notes (3)

Howard Marks on Avoiding Disaster, Risk Posture, and the AI Bubble

Howard Marks on the Value-Growth Divide, Investing in Uncertainty, and Living Well

Jim Grant on the AI Bubble, Decadent Finance, and the Lessons of History

Concepts (3)

Decadent Finance

Market Design

Value Investing

Speakers (13)

Andrew Ross Sorkin

Bill Ackman

Brian Kersmanc

Cliff Asness

Gavin Baker

Jeremy Giffon

Jim Grant

John Arnold

Kenneth Rogoff

Matt Levine

Nicholas Owens

Rebecca Patterson

Vlad Tenev

Hosts (2)

Ed Elson

Scott Galloway